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Sales, customer experience, and operational insights from the #1 automation tool for QuickBooks and Xero users.
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Featured posts
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CRM Evaluation Checklist: 6 steps to choosing the right CRM system for your business
Learn how to evaluate CRM software objectively with this comprehensive CRM evaluation checklist. From identifying your business needs to comparing features and functionality, our guide helps small and mid-sized businesses make an informed decision on the right CRM.
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The best 6 CRMs for blinds manufacturers: A complete buyer’s guide
Looking for the best CRM for your blinds business? Compare top platforms built for shutters and window coverings—and see why Method CRM stands out with real-time QuickBooks sync and customizable workflows.
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3 Best QuickBooks Desktop alternatives for 2025 (Navigate the Stop-Sell)
Here are the top 3 QuickBooks Desktop alternatives to consider after its stop-sell. (OR—don’t switch at all. We also show you how to use Method to extend the life of QuickBooks Desktop!)
Latest posts
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How to invoice as a contractor
Learning how to invoice as a contractor might not come naturally. This blog is here to help break down the process and provide you a useful template.
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Quotation reminder: Email templates to boost conversions
It might seem daunting, but sending a quotation reminder to leads often results in more jobs. Find out more in this article.
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Commercial renovation cost: How to plan and budget for your next project
Commercial renovation is hard enough without its financial components. Read this blog to learn how to plan and budget your jobs properly.
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Free online estimate generator
An online estimate generator is a no-brainer to accelerate your sales process. Find out more and get your own estimate template in this blog.
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How to ask for a deposit from clients
Asking for a deposit might be necessary for your business, but knowing how to ask for a deposit isn’t always easy. Thankfully, this blog has you covered.
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General contractor markup guide
As a general contractor, markups are necessary to turning profits. Check out this article to learn how to mark up your prices effectively.
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Chasing payment: A comprehensive guide to getting paid on time
You deserve to get paid what you’re owed. Check out this blog to learn how to professionally and effectively chase late or missed payments.
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How to change invoice template in QuickBooks
Learn how to quickly change and personalize invoice templates in QuickBooks.
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How to edit invoice template in QuickBooks
This step-by-step guide will show you how to edit invoice template in QuickBooks so your brand stands out.
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How to create a personalized QuickBooks estimate template
Looking to receive your due payments more reliably? Read on to learn how to create the perfect personalized QuickBooks estimate template.
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Customize invoice QuickBooks Online: How to personalize your invoices
Discover how how to customize invoice in QuickBooks Online to stand out from the competition and ensure faster payments.
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How to create the best QuickBooks invoice templates
This guide covers everything that goes into creating the best QuickBooks templates for your invoicing process.